Employee wellness program with Alderpoint Wellness Group
Good morning, Fiona.
Records run to Monday, September 28. Of 212 first appointments booked for the week, 174 files are complete and 38 are held: 6 are accepted as administrative exceptions and 32 are left to clear by October 6. Your monthly eligibility file is due today, and two approvals are waiting for you.
This portal covers administration only. It shows counts and case numbers, never a person's file.
Key dates
- October eligibility file from you
- Oct 1
- Remaining 32 holds cleared
- Oct 6
- Items tied to appointments resolved
- Oct 8
- Open booking exceptions reviewed
- Oct 13
- October status published
- Oct 15
Waiting on you
- Send the October program eligibility fileRohan Bhattacharya opens it the same day to refresh the referral list. You send it on the first business day of each month; the next is November 2.Send
- Approve the scheduling alternativesThree options Alderpoint may offer when a booking moves. Rohan asks for your reply before the October 13 review.Decide
- Release the October statusThe summary without location detail comes to you first and publishes on October 15, with a named backup for every location report.Open
Where the program stands
Program status- Referrals since January
- 134
- Files complete
- 174 of 212
- Items older than 10 days
- 22
- Location reports received
- 5 of 6
from the credit union's wellness benefit
first appointments, week of Sep 28
13 of them waiting on a plan response
one is shown as missing data, not zero
Recent activity
- YPSeptember status releasedProgram totals and aged items by reason. One of six location reports is shown as missing data, not zero.
- RBSix holds accepted as administrative exceptionsUnder the agreed rule. The other 32 holds are due to clear by October 6.
- RBAuthorization queue counted31 of 57 items resolved. The four items that had no owner now have named reviewers.
- YPSame-day scanning required at all six locationsYolanda Prentiss decided it so a form handed in at the desk shows in the file the same day.
- FMYou approved the summary without location detailLocation exceptions stay inside Alderpoint with named owners.
Latest documents
All filesYour program lead: Rohan Bhattacharya
The referral queue, scheduling arrangements and the monthly status. Replies within one business day.
- YPYolanda PrentissDirector of operations, Alderpoint Wellness Group
- FMFiona MacAllisterBenefits manager, Fellbrook, approver